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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
330 Fellowship Road, Mount Laurel, NJ 08054 • United States
Margate, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mt. Laurel | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*702011 - Bayshore Ventures LLC; Investment related - Yes; Medford, New Jersey; Investment/Finance/Banking; LLC Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 1; Passive Investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1980-02-08 |
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